Civic Intelligence

Bala Presbyterian Home Foundation

990T • Fiscal year 2024 • EIN 23-2834398

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

Organization Profilewww.presbysinspiredlife.org
2000 Joshua RoadLafayette Hill, PA 19444-2430

(610) 834-1001

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $45,155,129Liabilities 2010: $80,309Net Assets 2010: $45,074,8202010Assets 2011: $42,796,495Liabilities 2011: $110,446Net Assets 2011: $42,686,0492011Assets 2012: $45,777,515Liabilities 2012: $98,044Net Assets 2012: $45,679,4712012Assets 2013: $51,111,301Liabilities 2013: $61,365Net Assets 2013: $51,049,9362013Assets 2014: $51,917,946Liabilities 2014: $88,759Net Assets 2014: $51,829,1872014Assets 2015: $49,764,446Liabilities 2015: $91,828Net Assets 2015: $49,672,6182015Assets 2016: $52,219,594Liabilities 2016: $83,307Net Assets 2016: $52,136,2872016Assets 2017: $58,447,733Liabilities 2017: $119,264Net Assets 2017: $58,328,4692017Assets 2018: $52,765,799Liabilities 2018: $98,300Net Assets 2018: $52,667,4992018Assets 2019: $59,873,461Liabilities 2019: $80,849Net Assets 2019: $59,792,6122019Assets 2020: $64,743,304Liabilities 2020: $167,756Net Assets 2020: $64,575,5482020Assets 2021: $70,544,669Liabilities 2021: $164,868Net Assets 2021: $70,379,8012021Assets 2022: $60,131,382Liabilities 2022: $236,124Net Assets 2022: $59,895,2582022Assets 2023: $65,577,996Liabilities 2023: $192,344Net Assets 2023: $65,385,6522023Assets 2024: $70,037,529Liabilities 2024: $102,762Net Assets 2024: $69,934,7672024

Latest loaded filing

2024

Assets$70,037,529
Liabilities$102,762
Net Assets$69,934,767
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,680,2842010Expenses 2011: $1,087,4542011Expenses 2012: $1,202,2302012Revenue 2013: $3,231,949Expenses 2013: $1,213,965Net Income 2013: $2,017,9842013Revenue 2014: $5,431,989Expenses 2014: $1,228,762Net Income 2014: $4,203,2272014Revenue 2015: $3,298,768Expenses 2015: $1,123,317Net Income 2015: $2,175,4512015Revenue 2016: $1,654,596Expenses 2016: $967,772Net Income 2016: $686,8242016Revenue 2017: $2,202,651Expenses 2017: $1,363,101Net Income 2017: $839,5502017Revenue 2018: $3,052,334Expenses 2018: $2,447,656Net Income 2018: $604,6782018Revenue 2019: $2,943,936Expenses 2019: $1,274,640Net Income 2019: $1,669,2962019Revenue 2020: $2,390,668Expenses 2020: $1,316,465Net Income 2020: $1,074,2032020Revenue 2021: $6,894,572Expenses 2021: $1,667,177Net Income 2021: $5,227,3952021Revenue 2022: $1,339,025Expenses 2022: $1,754,605Net Income 2022: -$415,5802022Revenue 2023: $3,739,152Expenses 2023: $3,285,845Net Income 2023: $453,3072023Revenue 2024: $5,828,898Expenses 2024: $3,190,765Net Income 2024: $2,638,1332024

Latest loaded filing

2024

Revenue$5,828,898
Expenses$3,190,765
Net Income$2,638,133
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Mission and Program Overview

Mission

To provide exceptional living experiences for older adults. We use best practices to provide senior living options to a diverse population with changing needs and economic circumstances, such that the residents' expectations are exceeded.

Filing and Contact Details

Filer

Filer Name
Bala Presbyterian Home Foundation
EIN
23-2834398
Phone
6108341001
Address
2000 JOSHUA ROAD, LAFAYETTE HILL, PA 19444-2430

Signing Officer

Name
Andrew Mcdonald
Title
Chief Financial Officer
Phone
6108341001
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda
Phone
7177404863
Raw XML Appendix106 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0386
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06108341001
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALA PRESBYTERIAN HOME FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALA
ReturnHeader/Filer/EIN0232834398
ReturnHeader/Filer/PhoneNum06108341001
ReturnHeader/Filer/USAddress/AddressLine1Txt02000 JOSHUA ROAD
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ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.0$0.10$69.9$5.83$3.19$2.64
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$65.6$0.19$65.4$3.74$3.29$0.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.1$0.24$59.9$1.34$1.75$0.42
2021Detailed filing. Detailed filing data is available for this year.$70.5$0.16$70.4$6.89$1.67$5.23
2020Detailed filing. Detailed filing data is available for this year.$64.7$0.17$64.6$2.39$1.32$1.07
2019Detailed filing. Detailed filing data is available for this year.$59.9$0.08$59.8$2.94$1.27$1.67
2018Detailed filing. Detailed filing data is available for this year.$52.8$0.10$52.7$3.05$2.45$0.60
2017Detailed filing. Detailed filing data is available for this year.$58.4$0.12$58.3$2.20$1.36$0.84
2016Detailed filing. Detailed filing data is available for this year.$52.2$0.08$52.1$1.65$0.97$0.69
2015Detailed filing. Detailed filing data is available for this year.$49.8$0.09$49.7$3.30$1.12$2.18
2014Detailed filing. Detailed filing data is available for this year.$51.9$0.09$51.8$5.43$1.23$4.20
2013Detailed filing. Detailed filing data is available for this year.$51.1$0.06$51.0$3.23$1.21$2.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.8$0.10$45.7$1.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.8$0.11$42.7$1.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.2$0.08$45.1$1.68